Project Overview
BNY Mellon investment tools
In 2013 I spent some time at a small New York based division of KBS+, “Spies and Assassins” to help their team in realizing some preliminary user experience and UI work for an upcoming BNY Mellon proposal.
Problem Statement
The suite of tools available to most Investment Officers in 2013 was cumbersome, overly complex and in some cases complicated previously easier tasks
We had a week and a half before the client presentation to discover who our user types were, their use cases, potential flows and then develop a few UI solutions to show we were headed in the right direction.
Process
Let’s understand the tools and flows the 3 user types might need
Given the limited timeline, we divided the days as follows:
- 1 day for KYC onboarding, research and 1 interview
- 2 days for low fidelity sketches and internal problem-solving
- 1 day for internal review and low fidelity refinements
- 2 days for design and refinements
- 1 day for the final deck, rehearsal
- client presentation
Below represents my key deliverables to the team and BNY Mellon clients for the presentation. Please bear in mind this body of work is only for a client facing proposal for new business, not already agreed upon deliverables and a SOW agreement.
Results
Here are the final visuals that were presented to the client for consideration
After the research, sketching and problem-solving phase it was time to create some visuals. These were my contributions to that process.
Conclusion
Spies&Assassins won the new business initiative!
The clients were happy with the research and conceptual visual explorations we delivered as a solution to a very legitimate business case and need. They seemed exceptionally happy that we took the time and effort within such a short timeline to better understand their users and their pain points.
